Visit Actions

Modified on Tue, 12 Mar 2024 at 09:19 AM

Along the bottom of this screen you will see the actions we can take prior to entering into the visit.





Start the job: Once arrived at the property and have been granted access, pressing “Start the job” enters into the main job screen where we can carry out and record all actions associated with this job. 


On My Way: Once you are ready to travel to this visit, pressing this icon notifies the system that you are traveling to the visit. Optionally, if enabled by your company administrators, this can send an automatic message to the property owner or tenant. 


Mark as missed visit: If you are unable to gain entry to the property, pressing this icon allows you to record the reason, comments and any photographic evidence of the visit. 


Notify Customer: This sends a “PAC” (Public Access Code) to the customer, which allows them to view the visit via a web link along with the associated documentation (e.g. completed CP12) 


Text customer on way: allows the user to message the customer directly from the mobile device messaging app, to notify that they are on their way.

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